In the Co-Planners step, you determine the co-planner for the assessors. For co-planners, whatever positions are included in the assessor's task also appear for the co-planner when viewing the task. Adding and allowing co-planners is optional. Default co-planners are assigned to each task on a nightly basis, but the assignment is a one-time assignment; if new users are added to the task after the initial assignment, default co-planners are not assigned to the newly added users.
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To allow assessors to select their own co-planners during the task, select the Allow users to select co-planners option.
Note: If co-planners are enabled for the task, be aware that co-planners must have the Succession - Succession User Search permission in order to search for and add potential successors.
To add a default co-planner for the task, click the plus icon to the right of the Default Co-Planners heading. Adding co-planners is optional. Default co-planners are automatically set as co-planners based on availability, regardless of whether or not the assessors are able to select their own co-planners. The Add-Co-Planner pop-up appears.
Click the Co-Planner field to select specific co-planners. Once a co-planner is selected, use the Availability drop-down list to set the availability for the co-planner by OU. The selected co-planner is set as the co-planner for all assessors within the corresponding availability.
Once a default co-planner is set, they appear in the Default Co-Planners section. Additional co-planners can be added. Also, co-planners can be edited or deleted using the icons in the Options column.